Free Resources

Download practical templates, guides, and checklists to accelerate your learning journey.

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I Have ₹X to Invest — What Now?

Got a bonus, maturity payout, or idle savings? Answer 7 questions and get a personalised plan in actual rupees — what to clear first, then an equity-debt-gold split.

Build My Plan
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Home Loan or Keep Renting?

Should you buy with a home loan or keep renting? Get an honest verdict with your real EMI, affordability (FOIR), and rental yield — plus the factors that decide it.

Get My Verdict
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How Do I Start Investing?

New to investing and unsure where to begin? Get a personalised priority ladder — emergency fund, insurance, debt, first SIP, retirement — with rupee targets for your income.

Show My Ladder
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Financial Ratios Cheat Sheet

25+ stock-analysis ratios — P/E, ROE, ROCE, D/E and more — with formulas, what they mean, and healthy ranges. Printable, one page, India context.

View Cheat Sheet

ITR Filing Checklist FY 2025-26

Every document and step you need before filing your income tax return. Don't miss a deduction.

Use Checklist
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Home Loan Application Checklist

All documents, eligibility checks, and steps to prepare before applying for a home loan in India.

Use Checklist
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Retirement Readiness Checklist

Are you on track for retirement? Work through 36 action items across corpus, insurance, estate, and lifestyle planning.

Use Checklist
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New Job Financial Checklist

Just started a new job? Set up your salary structure, tax declarations, EPF, and first investments the right way.

Use Checklist
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First Investment Checklist

Before you invest your first rupee — emergency fund, insurance, demat account, and choosing your first instrument.

Use Checklist
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Financial IQ Quiz

15 questions across savings, investing, tax, and debt. Find out where you stand and what to learn next.

Take Quiz
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Investor Type Quiz

Discover your risk profile — Conservative, Balanced, Growth, or Aggressive — with a recommended asset allocation.

Take Quiz
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Home Readiness Quiz

Are you financially ready to buy a home? This quiz checks your down payment, EMI affordability, and emergency fund.

Take Quiz
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FD Interest Rates 2026

Compare fixed deposit rates across SBI, HDFC, ICICI, Axis, Kotak, and small finance banks. Sortable by tenure.

Compare Now
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Index Funds Comparison

Nifty 50, Sensex, Nifty Next 50, Nifty Midcap — expense ratios, AUM, tracking error and top AMFs compared.

Compare Now
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Demat Account Comparison

Zerodha, Groww, Upstox, Angel One, HDFC Securities — charges, platforms, and features compared side by side.

Compare Now
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Home Loan Interest Rates 2026

Compare home loan rates across SBI, HDFC Bank, ICICI, Axis, Kotak. Floating vs fixed, processing fees included.

Compare Now
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NPS vs PPF

Which is better for retirement — NPS or PPF? Returns, tax treatment, withdrawal rules, and who should pick what.

Compare Now
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First Job Finance Guide

Salary slip, EPF, 50/30/20 budget, emergency fund, first SIP — everything to do when your first salary hits.

Read Guide
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Getting Married — Finance Guide

Joint accounts, updated nominations, combined budget, and insurance planning for newly married couples.

Read Guide
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Having a Baby — Finance Guide

Insurance top-up, education corpus SIP, updated Will, and budget changes to make when a child arrives.

Read Guide
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You Got a Raise — What Now?

How to allocate a salary increment — SIP step-up, lifestyle inflation trap, tax impact, and goal acceleration.

Read Guide
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Retirement Planning Guide

Corpus target, EPF + NPS + PPF building blocks, asset allocation by age, and SWP withdrawal strategy.

Read Guide
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Personal Budget Template

A simple spreadsheet to track income, expenses, and savings goals. Start taking control of your finances today.

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Weekly Planner Template

Plan your week effectively with this structured template. Prioritize tasks and track your progress.

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Goal Setting Worksheet

Define clear goals using the SMART framework. Break down big ambitions into actionable steps.

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Learning Tracker

Track courses, books, and skills you're developing. Monitor your growth over time.

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